wxrks includes a built-in Analytics workspace, powered by Metabase, where you can explore ready-made dashboards of your project, cost, and performance data — or build your own custom reports from the same underlying data. This article covers where to find Analytics, how access gets set up, and how to use its dashboards, filters, and custom questions once you're in.
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💡 Who is this for? This guide is for the Account Admin who needs to set up and use wxrks Analytics dashboards within the wxrks platform.

wxrks's built-in analytics tool is Metabase, a business intelligence platform. Every wxrks account with Analytics enabled gets its own private Metabase workspace, pre-loaded with dashboards and questions that are automatically filtered to show only that account's data — no configuration needed on your end.
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Metabase replaced wxrks's previous analytics tool, which was built on Apache Superset. If your account was set up before that change, you may still see a Legacy Analytics entry alongside Metabase in your Tools menu — that's the earlier Superset-based tool, left in place for accounts transitioning between the two.

Once Analytics is enabled for your account, open the Tools section in the left sidebar and click Metabase.

Metabase opens in a new browser tab — it's a separate workspace from wxrks itself, not an embedded panel inside the wxrks UI.

⚠️ Before you can log in, your Analytics access must be set up by the wxrks team. This is a one-time setup that creates a dedicated Metabase workspace for your wxrks account and adds the Metabase entry to your Tools menu — it isn't something an Account Admin can turn on independently from within wxrks.
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To get started with Metabase Analytics, reach out to your wxrks Customer Success contact or submit a request to wxrks Support. In your request, include:

Once wxrks receives your request, the team will:

By default, Metabase access is available to the Account Admin role.

⚠️ Security Note: To keep your organization's data secure, any Metabase user account that stays inactive for 60 consecutive days is automatically deactivated.
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Need to reactivate a user account? No data is lost, and reactivation is quick — contact wxrks Support at [email protected].

Once you receive your credentials and access link:

Once you're logged in, you'll land directly in your Analytics workspace — everything here is ready to use from day one.

Your workspace includes a Shared Collection — pre-built dashboards and questions created and maintained by the wxrks team. Think of it as your analytics starting point: it covers the most common reporting needs out of the box, organized around key areas of your operations.

A few things to know about the Shared Collection:

The Dashboards folder contains ready-to-use, multi-chart views covering key areas of your operations. Each dashboard brings together several related Questions into a single page — click its name from the collection list to open it.

Once inside a dashboard, you can:

The following dashboards are available to your account by default:

Most pre-built dashboards include interactive filters at the top of the page, letting you narrow down the data you're viewing without leaving the dashboard.

The two most common filter types:

💡 Tip: Filters apply at the dashboard level, affecting every chart on the page at once. To reset, clear the filter value and the dashboard returns to its default view.

The Questions folder contains the individual saved queries that power your dashboards — and many more beyond what appears in the dashboards themselves. They're organized into topic-based subfolders to make specific data easy to find.

Dashboards are made up of individual Questions — each one a saved query producing a single chart, table, or metric. You can also browse Questions directly from the collection, outside of a dashboard.

Clicking a Question opens it in full view, where you can see the underlying data table and explore the results in detail.

⚠️ Remember: Questions inside the Shared Collection are also view-only. To make changes, duplicate them first — covered next.

The pre-built dashboards in your Shared Collection are a great starting point, but you may want to tailor them to your team's specific reporting needs. Since the Shared Collection is view-only, the way to do this in Metabase is simple: duplicate first, then edit. Any customized content you save becomes entirely yours — the original shared dashboards are never affected.

To customize an entire dashboard — rearranging charts, adding new ones, or applying different filters — start by duplicating it:

A dialog appears with these fields:

Once your duplicate is saved, click the pencil icon or Edit Dashboard in the top-right corner to modify it. In edit mode you can:

Click Save when you're done.

Filters are one of the most powerful features of a duplicated dashboard — they let you and your team slice all the data on the page instantly, without touching the underlying questions. Add filters while in edit mode.

While editing your dashboard, click the filter icon (≡↓) in the top toolbar to see the available filter types:

Once you add a filter, a configuration panel opens on the right. At the same time, each question card on the dashboard shows a "Column to filter on" selector — this is where you connect the filter to the right data field in each chart.

Right panel — filter settings:

Left panel — connecting the filter to each question: click Select… on each chart card to choose which data column that question's filter should apply to.

Filters you've created appear as buttons at the top of the dashboard. You can also organize a dashboard into multiple tabs using the Tab 1 / Tab 2 / + controls — useful for separating reporting areas (e.g. financial metrics on one tab, project performance on another).

Once saved, filters appear as interactive buttons at the top of the dashboard. Click a filter, select a value, and every connected chart updates instantly.

Sometimes the table you're analyzing doesn't contain every piece of information you need. In Metabase, you can combine ("join") data from two tables to bring the details you need into one view.
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Common real-world use cases:

How to join tables: find a common link between them — usually a unique identifier like Project UUID.

Not sure what a table or column actually contains before joining it? See wxrks Analytics Data Reference: Datasets and Columns for the full reference of available datasets and their columns.

Sometimes the exact metric you need isn't available by default, but you can calculate it from existing data using a Custom Column with basic math expressions.
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Real-world example: you have Total Cost and Profitability (a percentage) on your Projects data, but want the exact profitability value in dollars — multiply the two fields to create a new column.

How to create a Custom Column:

The dataset reference in wxrks Analytics Data Reference: Datasets and Columns lists every available table and column, which is useful when picking fields for a custom column formula.